Jason Castaldi


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Jason entered the financial services industry in 2003 as a municipal bond broker in Northern New Jersey, joining Charter Oak in 2005. He leads a team of agents in Charter Oak's Norwalk office, where he brings his drive, discipline, accountability, and the ability to articulate advanced concepts to a diverse array of professionals in both his personal practice and management roles.

    Jason's performance in both areas, as well as his deep knowledge of both Charter Oak's and MassMutual's resources, has made him an invaluable mentor to some of the agency's most successful experienced and inexperienced advisors. He has been recognized with some of the industry's and MassMutual's top honors, including membership in the Million Dollar Roundtable, the NAIFA Quality Award and MassMutual's Rising Leaders, Leaders and Fast Pace recognition. He has been named to MassMutual's Management Council every year since 2009, and in 2013 was one of the company's Managers of the Year.

    A Connecticut native, Jason is involved with multiple professional and charitable organizations in his community. He lives in Danbury, Connecticut with his wife and their two daughters

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    Charter Oak Financial: The Norwalk Office

    Satellite Office

    501 Merritt 7, 5th Floor
    Norwalk, CT 06851

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    CRN201705-193288